Encompass360 Broker Edition

Loan officers have a lot to juggle. Encompass360® will help them stay organized and move loans quickly toward processing.

• Pre-qualify and find the best products and pricing for your borrowers
• Pricing engine is integrated right inside Encompass360®
• Customize your Pipeline and Home Page to fit your needs
• Stay on task with milestones, alerts and instant notifications
• Connect to service providers right from your loan file
• Get the tools you need to easily originate FHA loans

Processing doesn’t have to be stressful. Encompass360® will help processors save time, minimize errors and collaborate with colleagues.

• Securely store and manage documents, conditions and disclosures in the eFolder
• Electronic borrower document requests—and delivery of completed documents right back into your loan file
• The ability to send and track federal and state eDisclosures and for your borrower to wet sign or eSign disclosures
• Learn more about Encompass CenterWise
• Effortlessly keep borrowers and colleagues up to date on the latest loan status
• Loan status updates that post automatically to your company’s customer portal
• Easy collaboration with colleagues—everyone can access and work on the same up-to-date file and documents
• Customize your Pipeline and Home Page to fit your needs
• Stay on task with milestones, alerts and instant notifications
• Get the tools you need to easily process FHA loans

When closing loans, everything’s urgent. With a single loan file and access to an experienced team, closers can relax.

• Work in one file, from start to finish
• Automatic updating of the loan file if changes are made in closing
• Automated auditing for errors
• 24×7 access to draw your docs
• Accurate calculations performed instantly on screen
• Benefit from superior customer service and a comprehensive offering
• Extensive forms library
• Flexible programs to meet your needs
• Compliant in all 50 states
• Learn more about Encompass Docs Solution
• Get all of the funding tools you need in one place
• Easy and accurate management of debits, credits and disbursements
• Funding details and fund balancing worksheets
• Automated population of funding worksheets

Encompass360 isn’t just about loan origination; it’s a complete solution to manage your business.

• Get a real-time view into your operations so you can make good decisions and eliminate surprises
• Dashboard with complete insight into the health of your business
• Easy, graphic snapshots of the entire business, branches, loan types, employees and more
• Targeted reports that let you zero in on specific data, such as loans tied to a specific employee or group
• View of all activity related to your loan files – including lender and vendor transactions
• Ability to look at big picture or drill down – even into individual loan files
• Out-of-the-box reports and the ability to create custom snapshots and views

• Manage risk and stay compliant with the latest industry trends and regulations
• Centralization of all business data and electronic archive of all loan files
• The ability to define compliance policies, which are automatically monitored for adherence
• Automatic email notice of loan issues, key status changes and more
• Stringent security and encryption technology
• Stay informed by monitoring system activities
• System audit trail to track activities and changes
• Visibility into who made changes and when
• Cut operating costs and reduce loan cycle times
• Single system for the entire business – no need for additional software
• Complete online service network and electronic document management to save time and cut costs
• Collaborative and task-management features to keep employees productive and on the same page

With Encompass360, you can turn a million moving parts into a well-oiled machine.

• Save time and stay on task with templates, milestones, alerts and notifications
• Pre-defined loan templates that will save time and minimize errors
• Milestones for key steps in the process
• Alerts of approaching deadlines on the Pipeline and Home Page
• A loan log to capture key conversations and file details
• Instant notification of new applications, document receipt and more—wherever you are in Encompass360
• Collaborate with your team throughout the entire loan in the eFolder
• Electronic storage for all borrower documents service orders
• Easy access to the most up-to-date loan data and documents
• Complete conditions management
• Customize your Pipeline and Home Page to fit your needs
• Over 40 modules to create the Home Page you want
• Instant access to news, rates, contacts, loans and more upon login
• Access to any field in Encompass360 to create a personalized Pipeline
• The ability to save any number of views such as loans by expected close date, loan amount and more